Add standalone Leads module for prospect outreach before customers.

Import large Excel lists with duplicate checks, assign and kanban follow-up, convert to Person when ready; also fix OTP mobile mask order and SMS brand name to منتکت. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-09-27 17:05:11 +03:30
parent 22980e5152
commit c079295ff4
24 changed files with 4357 additions and 9 deletions
@@ -0,0 +1,351 @@
+import {
+  BadRequestException,
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  Res,
+  StreamableFile,
+  UploadedFile,
+  UseGuards,
+  UseInterceptors,
+} from '@nestjs/common';
+import { FileInterceptor } from '@nestjs/platform-express';
+import type { Response } from 'express';
+import ExcelJS from 'exceljs';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { RolesGuard } from '../auth/roles.guard';
+import { Roles } from '../auth/roles.decorator';
+import { CurrentUser } from '../auth/current-user.decorator';
+import type { Actor } from '../common/record-scope';
+import { OrgModuleGuard } from '../billing/org-module.guard';
+import { RequireOrgModule } from '../billing/org-module.decorator';
+import { cellStr } from '../common/excel';
+import { brand } from '@mento/shared';
+import {
+  AssignLeadsDto,
+  AutoAssignLeadsDto,
+  BulkLeadStageDto,
+  ConvertLeadDto,
+  CreateLeadDto,
+  CreateLeadStageDto,
+  ImportLeadsDto,
+  LeadCallLogDto,
+  LeadFollowUpDto,
+  LeadNoteDto,
+  MoveLeadDto,
+  ReorderLeadStagesDto,
+  UpdateLeadDto,
+  UpdateLeadStageDto,
+} from './dto';
+import { LeadStagesService } from './lead-stages.service';
+import { LeadsImportService } from './leads-import.service';
+import { LeadsService } from './leads.service';
+
+@Controller('leads')
+@UseGuards(JwtAuthGuard, OrgModuleGuard)
+@RequireOrgModule('leads')
+export class LeadsController {
+  constructor(
+    private readonly leads: LeadsService,
+    private readonly stages: LeadStagesService,
+    private readonly imports: LeadsImportService,
+  ) {}
+
+  @Get('stats')
+  stats(@CurrentUser() user: Actor) {
+    return this.leads.stats(user);
+  }
+
+  @Get('board')
+  board(@CurrentUser() user: Actor) {
+    return this.leads.board(user);
+  }
+
+  @Get('stages')
+  listStages(@CurrentUser() user: Actor) {
+    return this.stages.list(user.organizationId);
+  }
+
+  @Post('stages')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  createStage(@CurrentUser() user: Actor, @Body() dto: CreateLeadStageDto) {
+    return this.stages.create(user.organizationId, dto);
+  }
+
+  @Patch('stages/reorder')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  reorderStages(@CurrentUser() user: Actor, @Body() dto: ReorderLeadStagesDto) {
+    return this.stages.reorder(user.organizationId, dto.stageIds);
+  }
+
+  @Patch('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  updateStage(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateLeadStageDto,
+  ) {
+    return this.stages.update(user.organizationId, id, dto);
+  }
+
+  @Delete('stages/:id')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async removeStage(@CurrentUser() user: Actor, @Param('id') id: string) {
+    try {
+      await this.stages.remove(user.organizationId, id);
+      return { ok: true };
+    } catch (e) {
+      throw new BadRequestException(
+        e instanceof Error ? e.message : 'حذف مرحله ناموفق بود',
+      );
+    }
+  }
+
+  @Get('duplicate-check')
+  checkDuplicate(
+    @CurrentUser() user: Actor,
+    @Query('mobile') mobile: string,
+  ) {
+    return this.leads.checkDuplicate(user, mobile ?? '');
+  }
+
+  @Get('imports/:id')
+  getImport(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.imports.getJob(user.organizationId, id);
+  }
+
+  @Post('import')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  importRows(@CurrentUser() user: Actor, @Body() dto: ImportLeadsDto) {
+    if (!dto.rows?.length) {
+      throw new BadRequestException('ردیفی برای ایمپورت نیست');
+    }
+    return this.imports.enqueue(
+      user.organizationId,
+      user.userId,
+      dto.rows,
+      dto.fileName,
+    );
+  }
+
+  @Post('import/file')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  @UseInterceptors(FileInterceptor('file'))
+  async importFile(
+    @CurrentUser() user: Actor,
+    @UploadedFile() file?: Express.Multer.File,
+  ) {
+    if (!file?.buffer?.length) {
+      throw new BadRequestException('فایل ارسال نشده');
+    }
+    const wb = new ExcelJS.Workbook();
+    await wb.xlsx.load(Uint8Array.from(file.buffer) as unknown as ExcelJS.Buffer);
+    const sheet = wb.worksheets[0];
+    if (!sheet) throw new BadRequestException('برگه اکسل خالی است');
+    const headerRow = sheet.getRow(1);
+    const headers: string[] = [];
+    headerRow.eachCell({ includeEmpty: true }, (cell, col) => {
+      headers[col - 1] = cellStr(cell.value);
+    });
+    const rows: Array<Record<string, string>> = [];
+    sheet.eachRow({ includeEmpty: false }, (row, rowNumber) => {
+      if (rowNumber === 1) return;
+      const obj: Record<string, string> = {};
+      headers.forEach((h, i) => {
+        if (!h) return;
+        obj[h] = cellStr(row.getCell(i + 1).value);
+      });
+      if (Object.values(obj).some((v) => v.trim())) rows.push(obj);
+    });
+    return this.imports.enqueue(
+      user.organizationId,
+      user.userId,
+      rows,
+      file.originalname,
+    );
+  }
+
+  @Get('export')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  async export(
+    @CurrentUser() user: Actor,
+    @Res({ passthrough: true }) res: Response,
+  ) {
+    const data = await this.leads.list(user, { page: 1, limit: 5000 });
+    const wb = new ExcelJS.Workbook();
+    const sheet = wb.addWorksheet('leads');
+    sheet.addRow([
+      'نام',
+      'موبایل',
+      'مالک',
+      'شهر',
+      'منطقه',
+      'صنف',
+      'وضعیت',
+      'کارشناس',
+      'منبع',
+      'پیگیری بعدی',
+      'آخرین تماس',
+    ]);
+    for (const l of data.items) {
+      sheet.addRow([
+        l.title,
+        l.mobile,
+        l.contactName,
+        l.city,
+        l.region,
+        l.trade,
+        l.stageName,
+        l.assigneeName,
+        l.source,
+        l.nextFollowUpAt,
+        l.lastContactAt,
+      ]);
+    }
+    const buffer = Buffer.from(await wb.xlsx.writeBuffer());
+    res.set({
+      'Content-Type':
+        'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+      'Content-Disposition': `attachment; filename="${brand.filePrefix}-leads.xlsx"`,
+    });
+    return new StreamableFile(buffer);
+  }
+
+  @Get()
+  list(
+    @CurrentUser() user: Actor,
+    @Query('q') q?: string,
+    @Query('page') page?: string,
+    @Query('limit') limit?: string,
+    @Query('stageId') stageId?: string,
+    @Query('assigneeId') assigneeId?: string,
+    @Query('city') city?: string,
+    @Query('trade') trade?: string,
+    @Query('source') source?: string,
+    @Query('unassigned') unassigned?: string,
+    @Query('archived') archived?: string,
+    @Query('sort') sort?: string,
+  ) {
+    return this.leads.list(user, {
+      q,
+      page: page ? Number(page) : 1,
+      limit: limit ? Number(limit) : 20,
+      stageId,
+      assigneeId,
+      city,
+      trade,
+      source,
+      unassigned: unassigned === '1' || unassigned === 'true',
+      archived: archived === '1' || archived === 'true',
+      sort,
+    });
+  }
+
+  @Post()
+  create(@CurrentUser() user: Actor, @Body() dto: CreateLeadDto) {
+    return this.leads.create(user, dto);
+  }
+
+  @Post('assign')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  assign(@CurrentUser() user: Actor, @Body() dto: AssignLeadsDto) {
+    return this.leads
+      .assign(user, dto.leadIds, dto.assigneeId)
+      .then((count) => ({ count }));
+  }
+
+  @Post('bulk-stage')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  bulkStage(@CurrentUser() user: Actor, @Body() dto: BulkLeadStageDto) {
+    return this.leads
+      .bulkStage(user, dto.leadIds, dto.stageId)
+      .then((count) => ({ count }));
+  }
+
+  @Post('auto-assign')
+  @UseGuards(RolesGuard)
+  @Roles('owner', 'admin')
+  autoAssign(@CurrentUser() user: Actor, @Body() dto: AutoAssignLeadsDto) {
+    return this.leads.autoAssign(user, dto);
+  }
+
+  @Post('archive')
+  archive(@CurrentUser() user: Actor, @Body() body: { leadIds: string[] }) {
+    return this.leads
+      .archive(user, body.leadIds ?? [])
+      .then((count) => ({ count }));
+  }
+
+  @Get(':id')
+  get(@CurrentUser() user: Actor, @Param('id') id: string) {
+    return this.leads.get(user, id);
+  }
+
+  @Patch(':id')
+  update(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: UpdateLeadDto,
+  ) {
+    return this.leads.update(user, id, dto as unknown as Record<string, unknown>);
+  }
+
+  @Patch(':id/move')
+  move(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: MoveLeadDto,
+  ) {
+    return this.leads.move(user, id, dto.stageId, dto.position);
+  }
+
+  @Post(':id/call')
+  logCall(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadCallLogDto,
+  ) {
+    return this.leads.logCall(user, id, dto);
+  }
+
+  @Post(':id/notes')
+  addNote(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadNoteDto,
+  ) {
+    return this.leads.addNote(user, id, dto.body);
+  }
+
+  @Post(':id/follow-up')
+  followUp(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: LeadFollowUpDto,
+  ) {
+    return this.leads.setFollowUp(user, id, dto.nextFollowUpAt, dto.body);
+  }
+
+  @Post(':id/convert')
+  convert(
+    @CurrentUser() user: Actor,
+    @Param('id') id: string,
+    @Body() dto: ConvertLeadDto,
+  ) {
+    return this.leads.convert(user, id, dto);
+  }
+}